Kfg Wealth Management »

Innovator Etfs Tr s&p 500 pwretf shares owned by Kfg Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwretf (POCT) shares owned by Kfg Wealth Management from 13F filings

Historical chart of Kfg Wealth Management investment in Innovator Etfs Tr s&p 500 pwretf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwretf held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 pwretf by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 144k 39.57
2024-09-30 $3.1M 79k 38.95
2024-06-30 $3.1M 82k 38.29
2024-03-31 $3.3M 87k 37.49
2023-12-31 $3.1M 86k 36.12
2023-09-30 $1.2M 36k 33.96
2023-06-30 $1.0M 31k 33.47
2023-03-31 $1.1M 33k 31.93
2022-12-31 $1.2M 40k 30.07

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Intl (FENI)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for Kfg Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Raymond James Financial
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Colony
Raymond James Financial Services Advisors
BKD Wealth Advisors
Stephens
HighTower Advisors
Kestra Advisory Services
Motiv8 Investments
MAI Wealth Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwretf